JoeBot/HOA_Financial_Platform
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Rename to HOA LedgerIQ and implement remaining report pages

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- Rename app from "HOA Financial Platform" to "HOA LedgerIQ" across all
  frontend pages, backend API docs, package.json files, and seed data
- Add Cash Flow Statement report (GET /reports/cash-flow) with operating
  and reserve fund activity breakdown, beginning/ending cash balances
- Add Aging Report (GET /reports/aging) with per-unit aging buckets
  (current, 1-30, 31-60, 61-90, 90+ days), expandable invoice details
- Add Year-End Package (GET /reports/year-end) with income statement
  summary, collection stats, 1099-NEC vendor report, reserve fund status
- Add Settings page showing org info, user profile, and system details
- Replace all PlaceholderPage references with real implementations
- Bump auth store version to 3 for localStorage migration

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
olsch01
2026-02-18 09:09:50 -05:00
parent 243770cea5
commit e0272f9d8a
17 changed files with 1200 additions and 18 deletions
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13
frontend/src/App.tsx
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@@ -19,7 +19,10 @@ import { BalanceSheetPage } from './pages/reports/BalanceSheetPage';
import { IncomeStatementPage } from './pages/reports/IncomeStatementPage';
import { BudgetVsActualPage } from './pages/reports/BudgetVsActualPage';
import { SankeyPage } from './pages/reports/SankeyPage';
import { PlaceholderPage } from './pages/PlaceholderPage';
import { CashFlowPage } from './pages/reports/CashFlowPage';
import { AgingReportPage } from './pages/reports/AgingReportPage';
import { YearEndPage } from './pages/reports/YearEndPage';
import { SettingsPage } from './pages/settings/SettingsPage';
function ProtectedRoute({ children }: { children: React.ReactNode }) {
const token = useAuthStore((s) => s.token);
@@ -93,11 +96,11 @@ export function App() {
<Route path="reports/balance-sheet" element={<BalanceSheetPage />} />
<Route path="reports/income-statement" element={<IncomeStatementPage />} />
<Route path="reports/budget-vs-actual" element={<BudgetVsActualPage />} />
<Route path="reports/cash-flow" element={<PlaceholderPage title="Cash Flow Statement" />} />
<Route path="reports/aging" element={<PlaceholderPage title="Aging Report" />} />
<Route path="reports/cash-flow" element={<CashFlowPage />} />
<Route path="reports/aging" element={<AgingReportPage />} />
<Route path="reports/sankey" element={<SankeyPage />} />
<Route path="year-end" element={<PlaceholderPage title="Year-End Package" />} />
<Route path="settings" element={<PlaceholderPage title="Settings" />} />
<Route path="year-end" element={<YearEndPage />} />
<Route path="settings" element={<SettingsPage />} />
</Route>
</Routes>
);